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HLB
Accountants & Advisors
JIM VITIELLO, J.D. – SENIOR MANAGER

Contact
(212) 536-6968
Jim.Vitiello

Practice Area
Wealth Management

Jim Vitiello is a senior manager at Anchin with experience at a law firm, a national accounting firm, and a boutique wealth management firm.

His career has been devoted to counseling senior corporate executives, privately-held business owners, professionals, entrepreneurs and investment bankers in all areas of wealth management, including investment management, insurance review, retirement planning (including employee benefit plans), income tax planning, and estate planning.

Education
J.D., Fordham Law School
LL.M., Taxation, New York University Law School
BBA, Accounting, Pace University

Certifications
Series 65 Investment Advisory License